OBERLIN WEALTH PARTNERS, LLC

OBERLIN WEALTH PARTNERS, LLC of BRYAN, OH is an SEC-registered investment adviser (CRD 164912). Regulatory assets under management: $32.3M.

Registration

• CRD: 164912
• Type: Registered investment adviser
• Location: 208 NORTH LYNN STREET, BRYAN, OH, 43506
• Phone: (419) 636-1141
• Latest filing: 2026-06-26
• Regulatory AUM: $32.3M
• Discretionary AUM: $32.3M
• Clients: 3
• Accounts: 52

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164912 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search